We’re excited to announce that as of September 9, 2020, LifePlan has become the Southwestern Ohio Division of McKinley Carter Wealth Services, an SEC-registered investment advisory firm headquartered in Wheeling, WV.
Our Southwestern Ohio team, led by Ty Phillippi and Chris Buck, will continue to serve our community with the same passion and fervor that was established 30 years ago.
“There’s a lot of enthusiasm among our team about what this transaction will mean to them, both professionally and personally. Our advisors are excited to be able to expand our services to help more people, such as retirement plan sponsors and nonprofit organizations. With expanded service offerings, along with a much bigger collection of in-house investment management and complex situations expertise, additional technology tools, centralized administration services, and extensive marketing/communications programs, we will be able to have a more significant impact on our local community and help many more people reach their financial goals.” Ty Phillippi, Regional Managing Director and Financial Strategist, McKinley Carter Southwestern Ohio Division
IMPORTANT NOTICE: Until later this year, all Dayton office clients will continue to access their accounts using the Client Center Account page. We will announce the availability of a new client login at a later date.
To visit our Dayton Team on the McKinley Carter website and learn more about how we can help you MASTER YOUR WEALTH, please click please click the link below.
